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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,753 | $72,269-21.5% | $101,271-44.0% | $79,852-28.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.72% | 22.29%-7.6pp | 46.48%-31.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $14,116 | $2,692+424.4% | $3,660+285.7% | $2,471+471.2% |
| Participant deferral / active EE | $2,267 | $3,282-30.9% | $4,371-48.1% | $3,740-39.4% |
| Admin fee / account holder | $4,926 | $4,401+11.9% | $5,948-17.2% | $5,306-7.2% |